I have a requirement to copy the SharePoint document library to dynamics 365 against any entity.
Suppose I created a new opportunity and added a file in it's note. Therefore I need a flow that copy that document library to my dynamics 365.
Related
I am working on an accounting system where the system will generate an excel file using a template and then open it using embedded Office 365 Excel. I can do this with my personal account where I would use the OneDrive API to create an excel file and then use the Embedded option in the OneDrive to generate the iframe link and use it on my website. However, the iframe url exposes the auth token though which could be misused by the users.
In future when we have real customers, I would want my users to be able to edit the excel file with their own Office 365/sharepoint account (that we would create for them during onboarding). I believe embedded excel option is not available for business users of Office 365, and I learned that you could do that with sharepoint though for business use cases. What service do I need? Maybe sharepoint but I dont know what else I need and how to make the integration work.
How to get MyTeams of CurrentUser in Office 365(Dynamics 365) Environment from Powerapps ?
We are trying to check whether the CurrentUser is a member of a particular Team or not. Teams are added from Dynamics 365 environment.
We can get all existing teams by adding 'Teams' entity into Datasource.But we need currentUser's team. Powerapps showing "MyTeams" option in Entity page. But no such option available in code.
Teams in Dynamics 365 enviroment
Myteams Option in Powerapps
Like I answered in your another question, we will be doing such queries using web api in client side form scripting.
This TeamMembership entity is not listing in PowerApps D365 connector, so alternate solution is custom connector to consume the needed crm web api call. Read more
I'm out of answers here.
I have an online build of CRM 2013 which is integrated with SharePoint.
I can view, upload and edit files for an example Organisation (OrgA) but there is another for which I can't (OrgB). OrgA has a document location setup but OrgB does not so I used the Add Document Location wizard to create a folder, but it hangs at the creation part. I have browsed the ShapePoint client and the folder has not been created.
I have looked in Document Management Settings and the entity I want is ticked so I clicked next and I can see that the SharePoint URL is valid but I get the following warning
"Microsoft Dynamics CRM List component is not installed.
Install the List component to enable SharePoint to automatically create a hierarchical folder structure on SharePoint for Microsoft Dynamics CRM records. The List component also enables you to get the appearance and behavior of a Microsoft Dynamics CRM list."
If there is a missing component then how did my predecessor (this is only my 2nd day) set up the integration for OrgA and if it is not needed, why can't I create the folder for OrgB through CRM?
Thanks in advance
One of the limitations of CRM SharePoint integration is the ability integrate multiple CRM organizations with a SharePoint application in the same farm.
Source
If you use Microsoft SharePoint 2013, for each SharePoint farm, only
one Microsoft Dynamics CRM organization can be configured for
server-based integration.
So in your case it is either OrgA or OrgB, can't have both integrated to the same SharePoint server.
I am trying to connect SharePoint Online with Dynamics CRM Online using BDC, but I'm not getting any results.
I am trying to use Accounts from CRM in SharePoint Online like a list.
When I have 100 accounts (customers) in CRM I want to export these accounts to SharePoint Online like a list. And when I will bed edited account in CRM the elements in the list will be updated (when I edited element on SharePoint list it will update in CRM).
Is there any possibility to connect in this way? If there is then what I should use - SharePoint Designer 2010, Visual Studio or do this on web interface?
Girish Raja provides a great overview on how to integrate CRM Online and SharePoint Point via BCS. His MSDN blog post includes a link to his video presentation from TechEd in May (go to minute 35 in video) along with a link to the source code/instructions. His demo uses SharePoint on-premise but mentions that it will work with SharePoint Online once BCS is enabled. (which it is now).
According to this:
Msdn Blog: Microsoft Dynamics CRM integration with SharePoint Online is here
... this is how to do it:
Your Microsoft Dynamics CRM System Administrator must install the Microsoft Dynamics CRM 2011 List Component
Once enabled, the Microsoft Dynamics CRM user can open an Account
Click on Documents – If the Account does not have a corresponding Document Library in SharePoint Online one is automatically created
Unfortunately this cannot be done at this time - http://community.office365.com/en-us/f/154/t/2301.aspx
See codeulike's answer for more up to date information.
With the release of Office 365 can someone tell me the support available for custom visual sandboxed web parts created using Visual Studio 2010 SharePoint Power Tools that fetches an Office 365 active directory attribute values for a particular user? E.g. If my company already has existing users in a local Active Directory environment when I subscribe to Microsoft Office 365, there are tools for synchronizing those users to Office 365 directory. Let say I have synchronized my local Active Directory to Office 365 Directory, now is it possible to programmatically or OOTB way to read Office 365 directory attribute’s value for any Office 365 Directory user? I have a custom attributes added to my local Active Directory one of the attribute is “CC Number” and I want to get the value associated with this attribute for some XYZ user.
We have an Office 365 SharePoint application to which we would like to add either (or both) a custom sandboxed web part and a OOTB web part that only reads a data from an Office 365 Directory for respective Office 365 directory user.
Is this type of functionality supported with the first/current release of Office 365?
it's a really common scenario that organizations will move parts of their systems into the Microsoft Cloud by using Office365. In order to get rid of the additional AD management overhead you have to build a federation on AD level.
You need a SecureTokenService which does the authentication for your users. Microsofts implementation of STS is ADFS (ActiveDirectory Foundation Services) which could easily be plugged into an existing AD structure. Your AD has to be 2008 I think.
There is a good ebook from Dominick Baier and some other security guys available. It's called "Guide to claim based identity", you can read it online on http://msdn.microsoft.com/en-us/library/ff423674.aspx or there is anywhere a download it think... can't remember sry.